Sponsor portfolio
THE FINANCIAL GUYS INSURANCE AGENCY, LLC
EIN 82-2514946insuranceLatest filing 2024
Plans
1
Retirement
1
$779K assets
Welfare
0
Participants
34
305 SPINDRIFT DRIVE - WILLIAMSVILLE, NY 14221716-633-1515wnymedicaremadeeasy.comLinkedIn11-50 employeesinsurance
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | THE FINANCIAL GUYS CASH BALANCE PENSION PLAN | CashBalance | $779K | 34 | 2024 |
Retirement plans